See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,981 | $162,781-31.2% | $133,956-16.4% | $158,922-29.5% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 3.30% | 41.94%-38.6pp | 45.09%-41.8pp | 302.83%-299.5pp |
| Employer contribution / active EE | $4,213 | $4,975-15.3% | $3,919+7.5% | $4,761-11.5% |
| Participant deferral / active EE | $7,148 | $5,911+20.9% | $5,048+41.6% | $5,982+19.5% |
| Admin fee / account holder | $5,896 | $11,736-49.8% | $8,927-34.0% | $11,246-47.6% |